See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,477 | $91,190-86.3% | $178,490-93.0% | $79,858-84.4% |
| Participation rate | 87.3% | 69.2%+18.1pp | 81.9%+5.4pp | 69.6%+17.7pp |
| Annual return | 13.78% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $873 | $3,256-73.2% | $5,011-82.6% | $2,471-64.7% |
| Participant deferral / active EE | $931 | $3,236-71.2% | $5,202-82.1% | $3,740-75.1% |
| Admin fee / account holder | $2,647 | $6,751-60.8% | $13,984-81.1% | $5,306-50.1% |